Self-Directed Retirement Plans - Next Generation Trust Company

EXCLUSIVE WEBINAR

We have another exclusive webinar coming up on January 24th! Join us at 2:00p.m. ET, where Brittany Pickell, Director of Marketing and Sales at Next Generation – joined by Tom Linehan, National Director for the National Deposits Group at BankUnited – will deliver a value-packed presentation on how to protect yourself (and your IRA) from cyber fraud.

TIPS CONCEPTS AND NEW IDEAS

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January 13 – 18, 2019 53rd Annual Heckerling Institute on Estate Planning

We will be Exhibiting at the 53rd Annual Heckerling Institue on Estate Planning in Orlando, Florida

WEBINAR: Protect Yourself (and your IRA) From Cyber Fraud

Brittany Pickell, Director of Marketing & Sales at Next Generation, and Tom Linehan, National Director for BankUnited’s National Deposits Group, will be hosting an exclusive webinar on January 24th.

Webinar: Jan 24, 2019 Investing in Real Estate with your 401k/IRA

January 24th @ 7pm ESTOn this exclusive webinar, Brittany Pickell from Next Generation Services will be discussing the ins-and-outs of investing in real estate with your IRA, SEP-IRA, or 401k, or other qualified accounts. Faiq Siddiqui, from APEX Capital...

Webinar 1-29-19 Using a Self-Directed IRA for Energy Sector Investments

January 29th @ 7pm ESTBrittany Pickell, Director of Marketing & Sales at Next Generation, and Bart Vossen, Vice President of Investor Relations at SGR Energy, Inc., will be hosting an exclusive webinar on January 29th. Get ready to learn: • Basics of...

You Could Work a Little Longer to Build More Retirement Savings—or Invest More Creatively through Self-Direction

By working a little longer, Americans can save more for retirement, but a self-directed IRA can do the work with a more diverse retirement portfolio

The Next Generation of Self-Directed Retirement Plans

The neutral third-party professionals at Next Generation Trust Company expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. Founded on the philosophy that every person should have control over their own retirement plans, Next Generation Trust Company educates consumers and professionals about self-directed retirement plans and nontraditional investments, a strategy at one time reserved only for the very wealthy.

Next Generation Trust Company, a custodian of self-directed retirement plans, is a trust company chartered in South Dakota. Its sister firm, Next Generation Services provides comprehensive account administration and transaction support with Next Generation Trust Company acting as custodian for all accounts.

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“I have had a wonderful experience working with the Next Generation team. They have provided exceptionally superior service. Everyone I have come in contact has been pleasant, courteous and eager to help me.” –Joe L.

“My experience with Next Generation has been outstanding. I cannot give just one instance where Next Generation went the extra mile. They have always been there for me and helped me thru any issue I may have had. I would recommend Next Generation to anyone who is in search of a custodian.” –Joe N.

“My experience working with Next Generation is that they are the epitome of professionalism.” –Anthony C.

“So many companies today don’t seem focused on customer service, but every interaction I have with NG feels like there’s a team of people just waiting to take care of my transaction personally. As a realtor helping buyers, each transaction I’ve done feels like it’s getting top priority treatment.” –Susan K.

“Everyone I’ve ever spoken to on the phone and who have helped me at the office have been very helpful and knowledgeable, professional and pleasant.” –Bettina S.